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fpsdetail
Level 1

My P&L YTD is not correct. I notice QB has many transactions recorded 2-4 times. My bank and credit card statements only have one transaction. Whats going on here?

 
1 Comment
ZackE
QuickBooks Team

My P&L YTD is not correct. I notice QB has many transactions recorded 2-4 times. My bank and credit card statements only have one transaction. Whats going on here?

Welcome to the Community, fpsdetail.
 

If you see duplicated transactions from your connected bank/credit card accounts, it's possible there may be some crossed wires.
 

Here's how to prevent duplicate records moving forward and what to do with them:
 

Step 1 - Review all online banking connections & hide duplicates

  1. Use your Gear (⚙️) icon, then go to Bank Accounts.
  2. Confirm each account is only synced once.
  3. If there's more than one connection for any of your accounts, click the toggle button under Show account to turn it OFF. This hides all entries.

Step 2 - Exclude transactions you don't need

  1. Go to your Transactions menu.
  2. Locate a record and hit it to expand its view.
  3. Tick the Exclude this transaction checkbox.
  4. Select Save.


Additionally, if you accidentally added a transaction that's already been downloaded from your bank, you can delete it. Once you've cleared up the invalid records, reports will display accurate amounts.
 

I'll be here to help if there's any other questions. Have a great day!

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